Director, Client Services
Jim excels at making difficult concepts easy to understand. Known for providing thorough analysis and frank assessments, he provides his clients the peace of mind that comes from knowing their assets and finances are at all times being managed to attain their goals, an alignment that takes careful listening as well as applied expertise.
Jim’s success as a trusted advisor for high-net-worth families and major nonprofits for more than 20 years is based on also being a teacher, a mentor, and a sounding board. Whether he’s fine-tuning your portfolio or working with you on an estate planning strategy, Jim makes sure LNWM’s collective expertise is behind every major decision so you can move forward with confidence.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration
University of Washington